Pacific Life Fund Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Pacific Life Fund Advisors’s Portfolio IWO Stock Details IWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-202,351	Closed	-$63.5M	–	31
2026 Q1	$63.5M	Buy	202,351 +59,883	+42%	+$19.9M	7.29%	5
2025 Q4	$46M	Buy	142,468 +35,338	+33%	+$11.5M	4.74%	7
2025 Q3	$34.3M	Buy	107,130 +25,483	+31%	+$7.69M	3.52%	11
2025 Q2	$23.3M	Sell	81,647 -16,460	-17%	-$4.33M	2.5%	14
2025 Q1	$25.1M	Sell	98,107 -3,037	-3%	-$857K	2.81%	12
2024 Q4	$29.1M	Sell	101,144 -51,057	-34%	-$15.1M	3.02%	10
2024 Q3	$43.2M	Buy	152,201 +33,986	+29%	+$9.31M	4.27%	11
2024 Q2	$31M	Sell	118,215 -5,717	-5%	-$1.48M	3.1%	13
2024 Q1	$33.6M	Sell	123,932 -9,206	-7%	-$2.35M	3.29%	11
2023 Q4	$33.6M	Buy	+133,138	New	+$30M	3.36%	11

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Pacific Life Fund Advisors's IWO Position: Q2 2026 in Review

Pacific Life Fund Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2026, closing a stake of 202,351 shares — an estimated $63.5M sold.

Pacific Life Fund Advisors first reported a position in IWO in Q4 2023 and held it in 10 quarters. The position peaked at $63.5M in Q1 2026. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Pacific Life Fund Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2026 after selling out during the quarter.
Pacific Life Fund Advisors sold 202,351 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $63.5M.
Pacific Life Fund Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2023 and held it in 10 quarters.
Pacific Life Fund Advisors's iShares Russell 2000 Growth ETF position peaked at $63.5M in Q1 2026.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Pacific Life Fund Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.